Pinnacle Family Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,885
| Closed | -$993K | – | 111 |
|
|
2023
Q1 | $993K | Buy |
+13,885
| New | +$993K | 0.6% | 35 |
|
|
2021
Q1 | – | Sell |
-22,199
| Closed | -$1.6M | – | 133 |
|
|
2020
Q4 | $1.6M | Sell |
22,199
-2,357
| -10% | -$170K | 0.98% | 28 |
|
|
2020
Q3 | $1.47M | Buy |
+24,556
| New | +$1.47M | 0.99% | 27 |
|
|
2018
Q3 | – | Sell |
-164,424
| Closed | -$9.24M | – | 70 |
|
|
2018
Q2 | $9.24M | Sell |
164,424
-91,100
| -36% | -$5.12M | 4.92% | 7 |
|
|
2018
Q1 | $13.9M | Buy |
255,524
+171,060
| +203% | +$9.34M | 7.96% | 4 |
|
|
2017
Q4 | $4.56M | Sell |
84,464
-125,000
| -60% | -$6.74M | 2.1% | 23 |
|
|
2017
Q3 | $10.6M | Buy |
+209,464
| New | +$10.6M | 4.98% | 4 |
|